News & Articles

Robert J. McCann Joins NewEdge Capital Group as Co-Chairman

Robert J. McCann Joins NewEdge Capital Group as Co-Chairman

NewEdge Capital Group, LLC announced today that Robert J. McCann has joined the firm and will serve as an active Co-Chairman. With four decades of experience, Mr. McCann’s proven track record of executive leadership and delivering organic growth will propel NewEdge Capital Group’s mission of supporting successful advisors in the pursuit of the optimal client experience.

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EdgeCo Holdings Announces Launch of NewEdge Capital Group

EdgeCo Holdings Announces Launch of NewEdge Capital Group

EdgeCo Holdings, LP is pleased to announce the launch of NewEdge Capital Group, the official brand of the firm’s wealth management division. The launch of NewEdge Capital Group brings together several of the wealth management operations EdgeCo has launched or acquired since 2018.

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American Trust Company Signs Agreement to Acquire LT Trust Company

American Trust Company Signs Agreement to Acquire LT Trust Company

American Trust has signed a definitive agreement to acquire Denver based LT Trust, a national retirement plan provider and recordkeeper. This agreement adds significant talent and technology to American Trust while expanding its operational capabilities for institutional outsourcing and establishing a greater presence in the Midwest and Western U.S.

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EdgeCo Completes Acquisition of Unified Trust

EdgeCo Completes Acquisition of Unified Trust

EdgeCo Completes Acquisition of Unified Trust October 2nd, 2020 The $5B retirement plan provider and fiduciary becomes part of EdgeCo subsidiary American Trust MEMPHIS, Tenn.–(BUSINESS WIRE)–EdgeCo Holdings, L.P. (“EdgeCo”) has completed its acquisition of Unified...

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